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Innovator Etfs Tr shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Innovator Etfs Tr (IDEC) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $337k 12k 28.36
2024-06-30 $315k 12k 26.93
2024-03-31 $318k 12k 26.84
2023-12-31 $446k 17k 25.87

More positions owned by Crown Wealth Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Equity Market (DFUS)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr India Erngs Fd (EPI)
Amazon (AMZN)

View all positions for Crown Wealth Group

Top funds holding Innovator Etfs Tr

Berger Financial Group
Old Mission Capital
Crown Wealth Group
First City Capital Management
Susquehanna International
Kfg Wealth Management
Advisor Group Holdings
IFP Advisors
Capital Investment Advisory Services
DHJJ Financial Advisors
Pnc Financial Services
Sugarloaf Wealth Management
Principal Securities
Harbour Investments
TCTC Holdings

View all funds holding Innovator Etfs Tr